Meta, Alphabet, and Microsoft earnings will be all about AI and whether one of them deserves to be on the 'wall of worry'

Since the blockbuster debut of OpenAI’s ChatGPT in November 2022, the topic of AI has dominated the earnings calls of many tech companies. Executives from Apple, Amazon, Microsoft, and Alphabet have mentioned the acronym nearly 200 times in each earnings cycle since, including during the first earnings week this year in January and February. Analysts expect AI to be the central theme yet again during earnings calls for the first three months of this year, with Meta reporting on Wednesday, …